Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan Equity Inc Fd Cla R6 Mutual fund - in their Schedule of Assets, totaling $12.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BARD COLLEGE BARD COLLEGE/SIMONS ROCK 403(B) PLAN | ANNANDALE NY | 2,536 | $379.4M | $7.7M |
| 2 | SAN FRANCISCO UNIVERSITY HIGH SCHOOL SAN FRANCISCO UNIVERSITY HIGH SCHOOL DC RETIREMENT PLAN | SAN FRANCISCO CA | 128 | $54.5M | $1.7M |
| 3 | BIGELOW LABORATORY FOR OCEAN SCIENCES |
EAST BOOTHBAY ME |
| 102 |
| $30.9M |
| $1.3M |
| 4 | HARBOR DAY SCHOOL THE HARBOR DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CORONA DEL MAR CA | 84 | $23.5M | $770K |
| 5 | THE BRANSON SCHOOL THE BRANSON SCHOOL DC RETIREMENT PLAN | ROSS CA | 102 | $40.7M | $618K |
| 6 | WILLIAM PEACE UNIVERSITY WILLIAM PEACE UNIVERSITY RETIREMENT PLAN | RALEIGH NC | 136 | $22.7M | $363K |
| 7 | COLLEGE OF THE ATLANTIC COLLEGE OF THE ATLANTIC DC RETIREMENT PLAN | BAR HARBOR ME | 108 | $36.3M | $174K |
| 8 | HUGGINS HOSPITAL HUGGINS HOSPITAL RETIREMENT SAVINGS PLAN | WOLFEBORO NH | 601 | $34.2M | $68K |
